[转帖]罗杰斯最近几天在韩国首尔言论的两份英文
转自金银岛论坛罗杰斯最近几天在韩国首尔言论的两份英文报道
昨天天看了中国证券报关于罗杰斯最近几天在首尔韩国交易所全球投资者论坛上发表的言论报道，出于好奇在网上把路透社的原文找到，总共两篇，翻译了一下，供大家分享。
先把英文原版贴上，再贴我的翻译。
也请各位指出翻译中的错误，谢谢。
PS:
罗杰斯看好亚洲旅游航空股
2006年11月07日 09:30:31 中财网
美国投资大师罗杰斯日前表示，他看多亚洲的旅行社、与水相关的企业和航空等类股，他还认为由于亚洲妇女的影响力大增，投资人有机会在相关股票中获利。罗杰斯同时倡言其广为人知的看多大宗商品市场立场，称此波多头将延续至2014-2023年间，油价可能涨至每桶100美元以上。
罗杰斯在韩国证交所于首尔举办的全球投资人会议的记者会上表示，随着韩股综合股价指数劲扬54%，并于5月创下新高纪录后，他已抛售手中持股，并转战中国股市。他称投资人应将焦点放在可望因中国居民旅游增加而获益的亚洲企业上。他表示，"一旦逾13亿的中国人民开始出外旅游，投资人将可见到其带来的影响力。"
他续称那些提供亚洲用水需求的企业亦会获利，这是他另一个选股重点。他说，"亚洲区的水问题非常严重，有人想要解决这些问题。"他相信亚洲女性地位的提高也提供了投资契机，并同时看好日本婴儿相关个股，相信日本这个亚洲最大经济体中的女性将会开始生养更多孩子。罗杰斯还看好大宗商品经纪商、天然资源企业、以及将受惠于人口老龄化的个股。
罗杰斯还指出，他看空美国经济，称伊拉克战争资源消耗、原材料价格扬升，为美国经济历经5年半扩张后行将衰退的部分原因。(记者 黄继汇)
中国证券报 ~~原文如下
Stick to travel and water firms in Asia - Rogers
Thu Nov 2, 2006 4:20am ET
SEOUL, Nov 2 (Reuters) - U.S. investor Jim Rogers said on Thursday travel agencies, water-related firms, and airlines were among his favourite sectors in Asia, and saw chances to make money in areas that would benefit from an increase of the influence of women in the region.
Rogers, who is primarily known for his bets in commodity markets but invests in stocks as well, was also bullish about China, saying the 21st century would belong to the Asian economic giant during a news conference at the Korea Exchange Global Investor Conference in Seoul.
"I'm convinced China will the be the next great country in the world," he said, adding his three-year old daughter was a fluent Mandarin speaker.
Rogers said he had sold his stocks in Korea following the benchmark KOSPI's <.KS11> record-setting 54 percent rise to May's all time high, to invest in China instead.
He added investors should focus on firms in the region that could benefit from increased Chinese travel.
"Once the over 1.3 billion people in China start travelling, you can see what effect this would have," he said.
Rogers, who once traveled around the world on a motorcycle for two years, said he owned airline stocks in the region, including Japan Airlines Corp. (9205.T: Quote, NEWS, Research), on which he admitted wryly he had been losing money.
Firms that stand to benefit from fulfilling water needs in Asia were another of his top picks he added.
"There's a gigantic water problem in the region and somebody is going to have to solve those problems," he said.
The investment guru, who wrote a best-selling commodities book said his belief that women in the region would eventually go from "third-class citizens" to be considered equal if not superior to men also offered some investment opportunities.
"There are going to be some major changes and it's going to change life as we know it," he added referring to the changing role of women in Asia.
Rogers has also invested in Japan, he said, where he prefers baby-related shares under the belief that women in Asia's biggest economy would start to have more children.
The co-founder of the Quantum Forum with George Soros, said in Japan he also liked commodity brokers, natural resource companies, and stocks bound to benefit from an aging population.
However, Rogers said he was bearish on the U.S. economy, citing the drain caused by its war in Iraq and rising raw material prices as some of the reasons why the United States was due for a recession after 5-½ years of expansion.
"I would suspect if the United States is not in a recession, it will be in one in about a year," he said.
Rogers also took the opportunity to stick to his famed bullish stance in the commodities market, saying he expected the run to to continue until 2014 to 2023, with oil prices likely to soar to over $100 a barrel.
Rogers has set up the Rogers International Commodity Index (RICI) <.RICIX> for gaining access to the commodity markets.
© Reuters 2006. All Rights Reserved 中文版
坚决看好亚洲的旅游和水务公司 - 罗杰斯
2006年11月2日 周四 美东部时间早上4:20
首尔，11月2日（路透社） - 美国投资家吉姆·罗杰斯在周四称旅行社，水务相关公司，还有航空公司是其在亚洲最中意的行业，并且看好在这个地区因女性影响日益加重而受益的相关领域的赚钱机会。
罗杰斯，其主要以赌注商品市场牛市著称，却也投资股市，同样极力看好中国，他在首尔召开的韩国交易所全球投资家研讨会的新闻发布会上宣称21世纪属于这个亚洲经济大国。
“我确信中国将成为世界的下一个伟大的国家，”，他说，并补充其三岁的女儿能够流利地说普通话。
罗杰斯说他已经在尾随韩国标杆指数KOSPI于五月上涨54%并突破历史高点后出售了其在韩国拥有的股票，转向投资中国。
他接着又说投资者们应该把注意力集中在因中国人旅游日益增多而受益的公司上去。
“一旦中国１３亿人口开始旅行，你会看到其影响将会是怎样，”他说。
罗杰斯曾经用两年时间骑摩托车环游世界，称其在这个地区拥有航空股票，包括日本航空公司（他自讽其曾一直在这家公司上面输钱）。
他还说在亚洲因涉足满足水需求而受益的公司也是他的另一首选。
＂在这个区域存在着巨大的水务问题，总得有人去解决这些问题，”他说。
这个写过一本最畅销商品书的投资权威说他相信这个地区的女性最终即使不能超过男性，也将从‘三等公民’变为与男性平等。这同样将提供一些投资机会。
“肯定会发生某些明显的变化，而我们知道这些变化将改变生活方式，”他补充这是指亚洲女性的角色变化。
他同样投资了日本，他说，这种信心主要基于婴儿相关成份，即这个亚洲最大经济体的妇女愿意开始生更多的小孩。
这个与乔治·索罗斯共创量子基金的合伙人，说在日本他同样喜欢商品经纪商，自然资源公司，以及肯定会从人口衰老受益的股票。
然而，罗杰斯说他对美国经济悲观，举例因伊拉克战争的大量消耗以及原材料价格上涨作为部分原因 － 为什么美国在经过５年半的扩张后要遭受经济衰退。
“我怀疑如果美国即使还没有进入衰退，也会在大约一年后发生，”他说。
罗杰斯也借助这个机会表明仍将坚定他那闻名的商品牛市看法，说他预期这个牛市将持续到２０１４和２０２３年之间，伴随着油价可能冲破１００美元一桶。
罗杰斯为了获得商品市场进出权已经建立了罗杰斯国际商品指数（ＲＩＣＩ）。
路透社２００６． 保留所有权力． Jim Rogers: Euro will disappear in 15-20 years
Sunday, November 5, 2006
SEOUL - Reuters
The euro will disappear within 20 years because of the inability of member states to stick to the rules underpinning the European Union's single currency, prominent U.S. investor Jim Rogers predicted.
“The euro is not going to survive in my view,” Rogers said in an interview with Reuters in Seoul. “I own the euro, but I don't expect it to be around in 15 to 20 years,” he added.
Rogers, co-founder of the Quantum Fund with George Soros, called the currency used by 12 EU countries a “political” currency, not an economic one. This, he said, would be its undoing.
“Most of the members are not abiding by the terms of the Maastricht Treaty ... Everybody is either changing the rules, or ignoring the rules, or fudging the rules,” he said, referring to the 1992 treaty that led to the creation of the euro.
The U.S. investor, known for his bullish stance on commodities, also pointed to history to back his prediction.
“No currency union has ever survived in history. No free trade pact has survived in history,” he said.
Rogers was in Seoul to give a speech at the Korea Exchange Global Investor Forum.
He stuck to his bearish view on the dollar and even predicted that its days as the world's reserve currency might be numbered.
China's yuan could potentially grow into the world's reserve currency, but only if it becomes freely convertible and if China opens its economy more widely.
“It does have the size and the liquidity and the size of the economy, potentially,” Rogers said, adding that it was the only currency with the chance of supplanting the dollar within 10 to 15 years.
In a wide-ranging interview, Rogers said the United States was headed for a deep recession because of weakness in the housing market and the large debts it has incurred.
“The U.S. is unbelievably leveraged, over-extended financially and economically, so eventually we are bound to have a serious economic setback,” he said.
Rogers urged investors to switch into agricultural products such as wheat or cotton to take advantage of what he sees as the next leg in an unfolding commodities boom. Prices were historically low and supply was failing to catch up with demand.
“If I were looking for new investments in commodities today, I would be looking at agriculture,” he said. 吉姆·罗杰斯：欧元将在１５－２０年后消失
２００６年１１月５日，星期日
首尔 － 路透社
欧元将会在２０年内消失，因为成员国家无力坚持遵守支撑这个欧盟唯一货币的准则，著名的美国投资家吉姆·罗杰斯预测。
“我认为欧元将无法幸存，”罗杰斯在首尔接受路透社访问中说。“我拥有欧元，但我不指望它在１５－２０年后还会存在，”他补充道。
罗杰斯，乔治·索罗斯的量子基金合伙人，称作这个被１２欧盟成员国使用的货币是‘政治’货币，而不是经济货币。这，他说，将会导致其被废除。
＂大多数成员国不能容忍《马斯特里赫特条约》的条款．．．．．．所有人要么修改条款，要么不理睬它，再不就逃避它，”他说，谈及到这个导致欧元诞生的１９９２年条约。
这个美国投资家，以对商品持牛市看法著名，同样指出历史可以支持他的预测。
“历史上没有货币联盟曾经存活下来。历史上没有自由贸易协定幸存，”他说。
罗杰斯到首尔为在韩国交易所全球投资家论坛上发表演讲。
他坚持看淡美元，甚至预测其作为全球储备货币的日子指日可数。
中国元有潜力能成长为世界储备货币，但除非其能自由兑换以及中国更广地开放其经济。
“它确实拥有潜在的额度和流动性以及经济规模，”罗杰斯说，并且补充其是唯一有机会在１０－１５年内替代美元的货币。
在一个广泛议题的访谈中，罗杰斯说美国正朝着一个经济衰退深渊走去，因为其疲弱的房屋市场以及其承受的巨额债务。
“美国的负债经营让人难以置信，在金融和经济上过分扩张最终导致我们将有一次严重的经济倒退，”他说。
罗杰斯劝投资者们把钱转投到农产品上，比如小麦或者玉米，以获取在他看来正在伸展开来的商品市场繁荣的下一个牛腿的良机。价格处于历史低位，而供应正赶不上需求。
“如果我现在寻求商品市场的新投资（机会），我会考虑农业，”他说。 送你一韩国的。。。
韩国和美国 哈哈~~谢谢税官啦~~~ 谢谢!!! thank u!!!! 谢谢楼主翻译的好文章
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